Apply on Employer Site

Entrata · 1 day ago

Insurance Sales Agent

Lehi, UT

Full-time

Hybrid

Entry, Mid Level

$17/hr - $27/hr

2+ years exp

Entrata is a global leader in property management software, seeking a highly motivated and experienced Insurance Agent to join their team in Lehi, Utah. The role involves providing expert insurance guidance, building strong client relationships, and recommending tailored insurance solutions to meet client needs.

LeasingMobile PaymentsOnline PortalsPaaSProperty ManagementPropTechReal EstateSaaSSoftware

Responsibilities

Develop and maintain strong relationships with policyholders in a fast-paced sales environment

Take incoming lead calls to address customer needs with tailored solutions by proactively cross-selling and upselling insurance products, driving customer satisfaction and revenue growth

Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients

Obtain and maintain Property & Casualty and Life insurance licenses by attending continuing education classes and staying updated on industry best practices

Respond to customer inquiries via phone, email, and chat, providing accurate policy information and resolving issues

Assist with policy updates, renewals, and claims inquiries, ensuring efficient service

Maintain accurate records of customer interactions and policy updates

Follow established procedures and guidelines to ensure compliance with state and federal regulations

Collaborate with internal teams to resolve complex issues and ensure seamless customer experiences

Participate in team meetings and training to stay updated on products and industry trends

Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions

Qualification

Property & Casualty LicenseLife Insurance LicenseSales ExperienceInsurance SoftwareCRM SystemsAnalytical SkillsBilingual (English/Spanish)Communication SkillsProblem-Solving SkillsOrganizational Skills

Required

Resident Insurance Producer License (may be obtained after offer, but before starting)

Demonstrates success in cross-selling insurance products and maintaining an assigned book of business

Excellent communication and presentation skills

Proven track record of meeting or exceeding sales targets

Proficiency in computer applications, including Microsoft Office

Exceptional analytical and problem-solving abilities

Ability to work independently and in a team environment

Attention to detail and strong organizational skills

Preferred

Bachelor's degree in business administration or related field

Minimum of 2 years of sales experience

Experience with insurance software and CRM systems

Knowledge of property management or real estate industry

Bilingual proficiency in English and Spanish for enhanced customer support capabilities

Demonstrates success in cross-selling insurance products and maintaining an assigned book of business

Benefits

Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.

Comprehensive medical, dental, and vision coverage , including fertility benefits, available for eligible employees and their families.

HSA/FSA options and employer-paid disability benefits provided for eligible employees.

Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.

Wellness initiatives promoting physical and mental well-being , access to an onsite gym at HQ, mental health resources, wellness challenges, and employee assistance programs.

Family-centric leave policies supporting new parents during significant life events.

Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community.

Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.

Bi-annual swag drops for employees